Stay Informed

Change in the financial planning landscape is a given. We routinely post content that will help you stay current with legislative topics, financial planning tools, and everything you want to know about retirement strategies.


Tips for Managing Capital Gain Taxes in Your Investment Portfolio

As we touched on in Organize Your Investments: A Well-Structured Portfolio, when you sell an investment for more than you paid for it, there can be burdensome capital gain taxes realized in the year of the sale. How do you

Organize Your Investments: A Well-Structured Portfolio

When it comes to investing, our message has long been loud and clear: Build a well-structured portfolio to capture available market returns while managing the risks involved. Shape it to meet your individual goals and risk tolerances. Keep a lid

Mastering Behavioral Biases: Tricks to Outsmart Your Own Brain

With some 95% of its activity occurring subconsciously, your brain can be quite tricky. With every spontaneous signal, our cerebral synapses expose us to countless behavioral biases, duping us into making misguided money moves long before our rational resolve kicks

Updates on the New Orleans Real Estate Market with Andrew Sheppard

A Greek philosopher once said “change is the only constant” and that is certainly true when it comes to New Orleans real estate. That’s why I asked real estate professional Andrew Sheppard a few questions that might help buyers and

Actual Outcomes of Lump-Sum Investing vs. Dollar-Cost Averaging

In a recent piece, we explored how to invest available cash: Should you invest it all right away as a lump sum? Or are you better off wading in more gradually with dollar-cost averaging? In round one, we discussed why

Help Participants Avoid These Target Date Fund Missteps

Target date funds are in high demand these days. According to a recent Sway Research study, total TDF assets reached $3.5 trillion in 2023 — a record level. Moreover, mutual fund target dates began 2024 slightly ahead of collective investment

Fiduciary Hot Topics Q2 2024

Congress releases SECURE 2.0 technical corrections discussion draft On December 6, 2023, the committees of jurisdiction (the Committee on Health, Education, Labor and Pensions (HELP), the House Committee on Ways and Means, and the Education and the Workforce Committee) released

Election Uncertainty Around the Corner

As investors, we must often remind ourselves that markets are forward-looking in nature and that the current, known events have less influence on market returns than one would think. Rather, stocks and bonds trade based on perceived future events, which

Beyond Compliance: The Importance of Effective Retirement Plan Communications

Effective retirement plan communications do more than just meet DOL requirements; the best ones engage, educate, motivate, and empower participants. Optimize your communications to connect with employees on a personal level, encourage informed decisions, and foster more active engagement with

The Resurgence of the Automatic IRA Act

The Automatic IRA Act of 2024 has been reintroduced by Representative Richard Neal, D-Mass., the ranking member of the House Ways and Means Committee. This measure requires companies with more than ten workers to automatically enroll their workers in IRAs

Maximizing Investment Returns: Lump-Sum vs. Dollar-Cost Averaging Strategies

Good news – you have an extra $24,000, and you’ve decided to invest it in the stock market. It’s always nice to have investable cash on hand. But you also might feel as if the pressure is on. Nobody enjoys

ESG Investing: How Do We Measure “Good”?

As we covered recently, environmental, social, governance (ESG) investing is a relatively new approach for investing “ethically,” however you define the term. Some ESG investors may be more values-driven, hoping to best align their investments with their personal beliefs. Others

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